Bank of Nova Scotia
BNS- Exchange
- NYSE
- Industry
- State Commercial Banks
- SEC CIK
- 0000009631
No open-market purchases or sales by Bank of Nova Scotia insiders were filed in the last 90 days; 535 institutions reported holding it in 13F filings for Q2 2026, worth $47.7B in total; superinvestors Fairfax Financial and Maverick Capital hold it.
13F holders, Q2 2024
Institutional positions in Bank of Nova Scotia as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 393
- 0 vs. Q1 2024
- Shares held
- 563.5M
- +5.69M (+1.0%) vs. Q1 2024
- Total value
- $26.0B
- −$3.01B (−10.4%) vs. Q1 2024
- New holders
- 48
- 132 more added
- Sold out
- 48
- 145 more reduced
6 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BNS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 535 | $47.7B |
| Q1 2026 | 508 | $37.3B |
| Q4 2025 | 484 | $42.2B |
| Q3 2025 | 460 | $35.8B |
| Q2 2025 | 433 | $33.5B |
| Q1 2025 | 419 | $27.3B |
| Q4 2024 | 442 | $29.3B |
| Q3 2024 | 412 | $31.4B |
| Q2 2024 | 393 | $26.0B |
| Q1 2024 | 399 | $29.1B |
| Q4 2023 | 390 | $26.4B |
| Q3 2023 | 395 | $24.5B |
| Q2 2023 | 386 | $27.3B |
| Q1 2023 | 405 | $28.3B |
| Q4 2022 | 418 | $26.8B |
| Q3 2022 | 416 | $26.9B |
| Q2 2022 | 434 | $33.2B |
| Q1 2022 | 440 | $38.8B |
| Q4 2021 | 438 | $39.4B |
| Q3 2021 | 419 | $36.0B |
| Q2 2021 | 394 | $37.1B |
| Q1 2021 | 385 | $36.4B |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Bank of Nova Scotia; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Addison Advisors LLC | 3,130 | $143.1K | 0.05% | +173+5.9% | Added |
| Cromwell Holdings LLC | 2,974 | $136.0K | 0.08% | +2,974 | New |
| Macquarie Group Ltd | 2,873 | $131.5K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 2,845 | $130.1K | 0.00% | +2,845 | New |
| JJJ Advisors Inc. | 2,773 | $126.8K | 0.03% | −642−18.8% | Reduced |
| Lindbrook Capital, LLC | 2,767 | $126.5K | 0.01% | −543−16.4% | Reduced |
| International Assets Investment Management, LLC | 51,646 | $125.2K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,710 | $123.9K | 0.00% | −56−2.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,606 | $119.1K | 0.00% | +2,606 | New |
| Farther Finance Advisors, LLC | 2,425 | $110.2K | 0.01% | +1,678+224.6% | Added |
| Proequities, Inc. | 2,406 | $110.0K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 2,276 | $104.1K | 0.01% | +2,276 | New |
| Parallel Advisors, LLC | 2,257 | $103.2K | 0.00% | −1,922−46.0% | Reduced |
| Harbour Investments, Inc. | 2,250 | $102.9K | 0.00% | −225−9.1% | Reduced |
| CWM, LLC | 2,145 | $98.0K | 0.00% | +32+1.5% | Added |
| Live Oak Investment Partners | – | $96.2K | 0.08% | – | New |
| CIBC Private Wealth Group, LLC | 2,119 | $95.8K | 0.00% | +118+5.9% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,065 | $94.4K | 0.00% | −40,714−95.2% | Reduced |
| Mondrian Investment Partners LTD | 1,391 | $89.7K | 0.00% | +34+2.5% | Added |
| Clearstead Advisors, LLC | 1,671 | $76.4K | 0.00% | +671+67.1% | Added |
| EverSource Wealth Advisors, LLC | 1,588 | $74.1K | 0.00% | −17−1.1% | Reduced |
| Quadrant Capital Group LLC | 1,585 | $72.5K | 0.01% | −847−34.8% | Reduced |
| Clear Street Markets LLC | 1,500 | $69.0K | 0.03% | −2,100−58.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,496 | $68.4K | 0.00% | +661+79.2% | Added |
| Galibier Capital Management Ltd. | 1,462 | $66.9K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,300 | $59.4K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,141 | $52.2K | 0.00% | −859−43.0% | Reduced |
| Whittier Trust Co | 1,000 | $45.7K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 934 | $42.7K | 0.00% | +42+4.7% | Added |
| Bollard Group LLC | 903 | $41.0K | 0.00% | +2+0.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 850 | $38.8K | 0.01% | +480+129.7% | Added |
| Pinnacle Bancorp, Inc. | 735 | $33.6K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 700 | $32.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 700 | $32.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 581 | $30.1K | 0.00% | +563+3,127.8% | Added |
| Princeton Global Asset Management LLC | 650 | $29.7K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 650 | $29.7K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 628 | $28.7K | 0.02% | +43+7.4% | Added |
| Mather Group, LLC. | 536 | $27.8K | 0.00% | +500+1,388.9% | Added |
| Umb Bank N A | 600 | $27.4K | 0.00% | −100−14.3% | Reduced |
| Hall Laurie J Trustee | 600 | $27.0K | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 570 | $26.1K | 0.01% | −1,300−69.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 525 | $24.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 500 | $22.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 493 | $22.6K | 0.00% | −466−48.6% | Reduced |
| Coston, McIsaac & Partners | 501 | $22.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 450 | $20.6K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 446 | $20.4K | 0.00% | −450−50.2% | Reduced |
| Capital Analysts, LLC | 423 | $19.0K | 0.00% | +7+1.7% | Added |
| Hazlett, Burt & Watson, Inc. | 400 | $19.0K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 400 | $18.3K | 0.00% | −8,009−95.2% | Reduced |
| Armstrong Advisory Group, Inc | 400 | $18.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 358 | $16.4K | 0.00% | −500−58.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 356 | $16.3K | 0.00% | +5+1.4% | Added |
| Allworth Financial LP | 312 | $14.6K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 300 | $13.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 300 | $13.7K | 0.00% | +300 | New |
| Rothschild Investment LLC | 250 | $11.4K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 250 | $11.4K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 245 | $11.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 238 | $10.9K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 235 | $10.7K | 0.00% | −1,389−85.5% | Reduced |
| Zions Bancorporation, N.A. | 203 | $9.28K | 0.00% | −191−48.5% | Reduced |
| GoalVest Advisory LLC | 200 | $9.14K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 200 | $9.14K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 168 | $7.68K | 0.00% | +168 | New |
| 1620 Investment Advisors, Inc. | 270 | $7.26K | 0.01% | +270 | New |
| NBC Securities, Inc. | 170 | $7.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 138 | $6.31K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 135 | $6.17K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 122 | $5.58K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 115 | $5.26K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 99 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 100 | $4.57K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $4.57K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 90 | $4.12K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 89 | $4.07K | 0.00% | +89 | New |
| Frazier Financial Advisors, LLC | 72 | $3.29K | 0.00% | +6+9.1% | Added |
| Cornerstone Planning Group LLC | 68 | $3.04K | 0.00% | +68 | New |
| Creekmur Asset Management LLC | 66 | $3.02K | 0.00% | +66 | New |
| Financial Management Professionals, Inc. | 66 | $3.00K | 0.00% | +66 | New |
| BNP Paribas Arbitrage, SA | 51 | $2.33K | 0.00% | −13,694−99.6% | Reduced |
| Continuum Advisory, LLC | 47 | $2.15K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 41 | $1.88K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 36 | $1.65K | 0.00% | +36 | New |
| Cape Investment Advisory, Inc. | 25 | $1.14K | 0.00% | −46−64.8% | Reduced |
| Assetmark, Inc | 21 | $960 | 0.00% | −30−58.8% | Reduced |
| Raffa Wealth Management, LLC | 20 | $914 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 20 | $914 | 0.00% | +20 | New |
| Caldwell Sutter Capital, Inc. | 14 | $640 | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −2,814,054−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −751,275−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −442,700−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −420,700−100.0% | Sold out |
| QV Investors Inc. | 0 | $0 | 0.00% | −290,434−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −158,333−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −114,778−100.0% | Sold out |